1. Configure the SingleSource PPW Integration in Pruvan
- Click Integrations from the Menu
- Click New on the Integrations page
- Select SingleSource PPW as the Integration Type
- The Integration Label just need to be between 1 and 5 characters
- Enter a Customer if you would like
- Enter your SingleSource PPW username
- Enter your SingleSource PPW password
- Click the 'Validate' button
- This will result in the button turning green and reading 'Success' if the username and password are valid
- If you receive an error please verify that your credentials are valid by logging into PPW with them
- Set Integration Type to 'Contractor'
- More information on this is available in the PPW Integration FAQ
- Set the "Default Assign To" to your Pruvan username for auto assignment on import.
- Leave the Default Assign To as Unassigned if you would like to manually assign orders to your sub-users. Click Here for instructions on how to assign orders in Pruvan.
- Auto Admin will allow the SingleSource PPW system to update order information in Pruvan if left On.
- You can Turn Auto Admin Off if you would like to control the order statuses and instructions.
- There is no need to to enter anything in the Default Work Type field.
- Choose whether or not you would like your photos sent back to PPW
- Default is 'yes', change to 'no' if you do NOT want photos and other information to go back to PPW.
- Set 'Ignore Bid Tasks' to 'no'
- More information on this is available in the PPW Internal or External? article.
- Set Check In Required When Provider Set to 'Yes'
- This will turn on Check-In's in the Pruvan app so you can Check-In on all Work Orders in PPW that require a Check-In.
- Click the View Push Key button and select all of the text (ctrl-a / cmd-a), and copy it (ctrl-c / cmd-c)
- The Push Key will be needed during Section 3 of the integration set up process.
- Click 'Save'
2. Configure your SingleSource PPW APIv2 Integration in PPW
- Log in to your SingleSource PPW account
- Click on your username in the upper right corner
- Enter your Pruvan Username in the 'Pruvan username' field
- Paste the key you copied earlier into the 'Push Key' field
- Click the 'Save' button
3. Complete your initial Work Order Import
Congratulations you are ready to go! Check out the other articles in this section to see what else you can do with your SingleSource PPW APIv2 integration.
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